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Tempus Wealth Planning’s Procter & Gamble PG Stock Holding History

Tempus Wealth Planning’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Buy
2,297
+690
+43% +$100K 0.07% 216
2026
Q1 		$232K Buy
+1,607
New +$244K 0.05% 246
2025
Q4 		– Sell
-1,422
Closed -$219K – 290
2025
Q3 		$219K Sell
1,422
-532
-27% -$83.1K 0.05% 258
2025
Q2 		$311K Buy
1,954
+231
+13% +$37.7K 0.08% 207
2025
Q1 		$294K Buy
1,723
+8
+0.5% +$1.34K 0.09% 204
2024
Q4 		$288K Buy
1,715
+145
+9% +$24.7K 0.09% 197
2024
Q3 		$272K Buy
1,570
+294
+23% +$49.9K 0.1% 183
2024
Q2 		$210K Buy
+1,276
New +$209K 0.09% 192
2023
Q3 		– Sell
-3,206
Closed -$486K – 184
2023
Q2 		$486K Sell
3,206
-171
-5% -$25.8K 0.22% 107
2023
Q1 		$502K Buy
3,377
+297
+10% +$42.5K 0.25% 97
2022
Q4 		$467K Buy
3,080
+370
+14% +$51.9K 0.28% 99
2022
Q3 		$342K Buy
2,710
+210
+8% +$29.8K 0.23% 120
2022
Q2 		$359K Hold
2,500
– – 0.3% 89
2022
Q1 		$382K Sell
2,500
-60
-2% -$9.39K 0.27% 95
2021
Q4 		$419K Hold
2,560
– – 0.23% 107
2021
Q3 		$358K Hold
2,560
– – 0.2% 115
2021
Q2 		$345K Sell
2,560
-59
-2% -$7.98K 0.23% 115
2021
Q1 		$355K Hold
2,619
– – 0.38% 70
2020
Q4 		$364K Sell
2,619
-119
-4% -$16.6K 0.47% 47
2020
Q3 		$381K Hold
2,738
– – 0.55% 37
2020
Q2 		$327K Hold
2,738
– – 0.49% 49
2020
Q1 		$301K Hold
2,738
– – 0.49% 44
2019
Q4 		$342K Buy
+2,738
New +$335K 0.3% 53

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tempus Wealth Planning's PG Position: Q2 2026 in Review

Tempus Wealth Planning increased its Procter & Gamble (PG) stake by 43% in Q2 2026, buying an estimated $100K and bringing the position to 2,297 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #216.

Tempus Wealth Planning first reported a position in PG in Q4 2019 and has held it in 23 quarters since. The position peaked at $502K in Q1 2023. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Tempus Wealth Planning held 2,297 shares of Procter & Gamble worth $337K as of Q2 2026.
  • Tempus Wealth Planning bought 690 Procter & Gamble shares in Q2 2026, an estimated $100K.
  • Procter & Gamble made up 0.07% of Tempus Wealth Planning's portfolio in Q2 2026, its #216 holding.
  • Tempus Wealth Planning first reported a position in Procter & Gamble in Q4 2019 and has held it in 23 quarters since.
  • Tempus Wealth Planning's Procter & Gamble position peaked at $502K in Q1 2023.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.